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JPMorgan Active Value ETF (JAVA) Institutional Ownership

JPMorgan Active Value ETF logo
$69.08 -0.35 (-0.50%)
Closing price 04:10 PM Eastern
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$69.07 -0.01 (-0.01%)
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Institutional Ownership Changes (13F Filings) for JPMorgan Active Value ETF (NYSEARCA:JAVA)

Current
Institutional Ownership
Percentage
43.07%
Number of
Institutional Buyers
(last 12 months)
193
Total
Institutional Inflows
(last 12 months)
$2.19B
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$161.58M
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JAVA Institutional Buying and Selling by Quarter

JPMorgan Active Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/6/2025Steph & Co.751,859$51.85M15.8%+2.6%1.230%
10/2/2025 Global Wealth Strategies & Associates8,778$605K0.2%N/A0.015%
9/4/2025Osaic Holdings Inc.470,924$30.86M0.1%+8.9%0.817%
8/29/2025Total Investment Management Inc.607$40K0.0%N/A0.001%
8/19/2025Advisory Services Network LLC11,205$736K0.0%-13.7%0.019%
8/18/2025Tyler Stone Wealth Management184,536$12.09M1.9%-6.1%0.320%
8/18/2025Geneos Wealth Management Inc.3,564$233K0.0%+20.8%0.006%
8/15/2025Tower Research Capital LLC TRC 7,841$514K0.0%N/A0.014%
8/15/2025Sugar Maple Asset Management LLC26,357$1.73M1.3%-3.3%0.046%
8/15/2025Captrust Financial Advisors77,662$5.09M0.0%-6.0%0.135%
8/15/2025Visionary Wealth Advisors5,731$375K0.0%-36.0%0.010%
8/15/2025MML Investors Services LLC77,973$5.11M0.0%+9.4%0.135%
8/15/2025IHT Wealth Management LLC6,639$435K0.0%+99.1%0.012%
8/15/2025Great Valley Advisor Group Inc.689,583$45.17M1.0%+21.5%1.197%
8/15/2025Benjamin Edwards Inc.83,618$5.48M0.1%+317.3%0.145%
8/15/2025Bank of America Corp DE666,072$43.63M0.0%+23.3%1.156%
8/15/2025Ameriprise Financial Inc.2,449,480$160.46M0.0%+13.3%4.250%
8/14/2025Raymond James Financial Inc.768,996$50.37M0.0%-15.4%1.334%
8/14/2025HUB Investment Partners LLC7,881$516K0.0%N/A0.014%
8/14/2025Heritage Wealth Management Inc.25,358$1.66M0.5%+41.4%0.044%
8/14/2025NewEdge Advisors LLC72,593$4.76M0.0%+394.4%0.126%
8/14/2025Qube Research & Technologies Ltd1,939$127K0.0%N/A0.003%
8/14/2025Denver PWM LLC84,580$5.54M1.7%+0.8%0.147%
8/14/2025Cary Street Partners Financial LLC1,812$119K0.0%+13.3%0.003%
8/13/2025Cary Street Partners Investment Advisory LLC7,903$518K0.3%-12.6%0.014%
8/13/2025Quantum Portfolio Management LLC7,598$498K0.2%-5.5%0.013%
8/13/2025StoneX Group Inc.23,072$1.51M0.1%+3.8%0.040%
8/13/2025Flow Traders U.S. LLC4,950$324K0.0%N/A0.009%
8/13/2025Gateway Wealth Partners LLC6,716$440K0.1%-29.5%0.012%
8/13/2025Twin Peaks Wealth Advisors LLC10,511$695K0.2%+4.2%0.018%
8/13/2025WCG Wealth Advisors LLC429,236$28.12M1.8%+4.0%0.745%
8/13/2025Kuhn & Co Investment Counsel13,562$888K0.7%-12.8%0.024%
8/13/2025Northwestern Mutual Wealth Management Co.14,208$931K0.0%+213.4%0.025%
8/12/2025J.W. Cole Advisors Inc.7,609$498K0.0%-10.3%0.013%
8/12/2025Financial Advocates Investment Management45,433$2.98M0.2%N/A0.079%
8/12/2025Resolute Wealth Strategies LLC171,641$11.24M6.0%+3.0%0.298%
8/12/2025CreativeOne Wealth LLC32,037$2.10M0.1%-9.9%0.056%
8/12/2025Global Retirement Partners LLC66,093$4.33M0.1%N/A0.115%
8/12/2025Intellus Advisors LLC460,972$30.19M4.5%+2.5%0.800%
8/12/2025JPMorgan Chase & Co.13,865,481$908.19M0.1%+3.2%24.059%
8/11/2025Perennial Investment Advisors LLC53,410$3.50M0.3%+282.2%0.094%
8/11/2025Landaas & Co. WI ADV18,068$1.18M0.3%+313.6%0.032%
8/8/2025Keyvantage Wealth LLC201,693$13.21M5.9%+3.5%0.354%
8/8/2025Thoroughbred Financial Services LLC7,156$468K0.0%-7.8%0.013%
8/8/2025Cetera Investment Advisers1,192,349$78.10M0.1%+5.9%2.094%
8/8/2025Creative Planning4,113$269K0.0%N/A0.007%
8/8/2025Good Life Advisors LLC11,601$760K0.0%-7.2%0.020%
8/8/2025Atlanta Consulting Group Advisors LLC15,924$1.04M0.3%+11.6%0.028%
8/8/2025PNC Financial Services Group Inc.1,030,558$67.50M0.0%-0.2%1.810%
8/7/2025Fagan Associates Inc.53,807$3.52M0.5%+5.6%0.094%
8/7/2025Weil Company Inc.146,126$9.57M2.5%+128.7%0.257%
8/7/2025Nwam LLC4,541$301K0.0%-15.4%0.008%
8/7/2025Americana Partners LLC537,843$35.23M1.2%+1.2%0.944%
8/6/2025Prospera Financial Services Inc4,682$307K0.0%+31.5%0.008%
8/6/2025Vestmark Advisory Solutions Inc.1,155,023$75.65M1.1%+115.4%2.028%
8/6/2025Mascagni Wealth Management Inc.24,676$1.62M1.4%-15.0%0.043%
8/6/2025Commonwealth Equity Services LLC1,025,317$67.16M0.1%+6.1%1.800%
8/6/2025Convergence Financial LLC330,056$21.62M3.7%+5.6%0.580%
8/5/2025BCGM Wealth Management LLC149,549$9.80M2.8%+10.4%0.263%
8/5/2025Bank of Montreal Can737$48K0.0%+211.0%0.001%
8/5/20255T Wealth LLC43,752$2.87M1.4%-11.0%0.077%
8/4/2025IFG Advisory LLC15,048$986K0.0%+20.5%0.026%
8/4/2025Atria Investments Inc41,973$2.75M0.0%+36.5%0.074%
8/4/2025Arkadios Wealth Advisors48,031$3.15M0.1%+47.2%0.084%
8/4/2025Daymark Wealth Partners LLC348,530$22.83M0.9%-4.9%0.612%
8/4/2025WNY Asset Management LLC399,217$26.15M2.9%-8.8%0.701%
8/1/2025GGM Financials LLC84,736$5.55M1.1%-0.3%0.149%
8/1/2025Envestnet Asset Management Inc.1,203,193$78.81M0.0%+1.1%2.113%
7/31/2025MN Wealth Advisors LLC119,706$7.84M4.6%-3.2%0.210%
7/31/2025FSM Wealth Advisors LLC425,087$28.15M4.6%+15.3%0.746%
7/31/2025Gill Capital Partners LLC129,507$8.48M2.7%+14.6%0.227%
7/30/2025D.A. Davidson & CO.27,113$1.78M0.0%-19.0%0.048%
7/30/2025LGT Financial Advisors LLC949$62K0.2%-15.9%0.002%
7/30/2025WBH Advisory Inc.20,812$1.36M0.1%N/A0.037%
7/29/2025Independence Asset Advisors LLC8,404$550K0.3%+78.8%0.015%
7/29/2025Signature Estate & Investment Advisors LLC8,813$577K0.0%N/A0.015%
7/29/2025Quotient Wealth Partners LLC24,223$1.59M0.0%+16.9%0.043%
7/29/2025Private Trust Co. NA12,663$829K0.1%+274.6%0.022%
7/28/2025WealthPlan Investment Management LLC21,463$1.41M0.1%N/A0.038%
7/28/2025Mutual Advisors LLC10,371$695K0.0%-5.5%0.018%
7/28/2025Harbour Investments Inc.65,427$4.29M0.1%+4.2%0.115%
7/28/2025Arlington Financial Advisors LLC334,644$21.92M3.6%+7.5%0.588%
7/28/2025Sagespring Wealth Partners LLC3,069,729$201.07M1.8%+9.5%5.390%
7/28/2025Axxcess Wealth Management LLC4,332$284K0.0%N/A0.008%
7/25/2025Northwest Capital Management Inc8,331$546K0.3%-41.1%0.015%
7/25/2025Priebe Wealth Holdings LLC32,577$2.13M1.8%-5.6%0.057%
7/25/2025Atria Wealth Solutions Inc.29,469$1.93M0.0%-11.5%0.052%
7/25/2025M.E. Allison & CO. Inc.10,365$679K0.5%-1.4%0.018%
7/25/2025MGO One Seven LLC22,956$1.50M0.0%N/A0.040%
7/25/2025Bill Few Associates Inc.6,949$455K0.1%N/A0.012%
7/25/2025LRI Investments LLC21,350$1.40M0.1%+16.3%0.037%
7/25/2025Commonwealth Financial Services LLC112,198$7.35M1.4%+8.7%0.197%
7/25/2025CWM LLC294,055$19.26M0.1%+91.7%0.516%
7/25/2025Concurrent Investment Advisors LLC35,495$2.33M0.0%+534.2%0.062%
7/25/2025Apollon Wealth Management LLC3,100$203K0.0%N/A0.005%
7/24/2025Financial Connections Group Inc.7,437$487K0.2%-28.4%0.013%
7/24/2025Cyndeo Wealth Partners LLC44,708$2.93M0.2%-1.7%0.079%
7/24/20253Chopt Investment Partners LLC21,818$1.43M0.3%-30.8%0.038%
7/24/2025IFP Advisors Inc18,664$1.22M0.0%+74.8%0.033%
7/23/2025Clear Creek Financial Management LLC13,369$876K0.1%+2.2%0.023%
(Data available from 1/1/2016 forward)

JAVA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JAVA shares?

During the previous two years, 230 institutional investors and hedge funds held shares of JPMorgan Active Value ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($908.19M), LPL Financial LLC ($246.40M), Sagespring Wealth Partners LLC ($201.07M), Dynasty Wealth Management LLC ($196.70M), Ameriprise Financial Inc. ($160.46M), Janney Montgomery Scott LLC ($96.78M), and Envestnet Asset Management Inc. ($78.81M).Learn more on JPMorgan Active Value ETF's institutional investors.

What percentage of JPMorgan Active Value ETF's stock is owned by institutional investors?

43.07% of JPMorgan Active Value ETF's stock is owned by institutional investors. Learn more on JAVA's institutional investor holdings.

Which institutional investors have been buying JPMorgan Active Value ETF's stock?

Of the 221 institutional investors that purchased JPMorgan Active Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($13.02M), Dynasty Wealth Management LLC ($3.10M), Sagespring Wealth Partners LLC ($3.07M), LPL Financial LLC ($2.20M), Raymond James Financial Inc. ($1.43M), Envestnet Asset Management Inc. ($1.10M), and Cetera Investment Advisers ($1.09M).

How much institutional buying is happening at JPMorgan Active Value ETF?

Institutional investors have bought a total of 34,432,838 shares in the last 24 months. This purchase volume represents approximately $2.19B in transactions.

Which of JPMorgan Active Value ETF's major shareholders have been selling company stock?

Of the 73 institutional investors that sold JPMorgan Active Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Citadel Advisors LLC ($922.59K), Crumly & Associates Inc. ($220.69K), Ritter Daniher Financial Advisory LLC DE ($205.34K), Strategic Planning Group LLC ($170.58K), Jones Financial Companies Lllp ($166.36K), Avaii Wealth Management LLC ($161.61K), and Raymond James Financial Inc. ($140.11K).

How much institutional selling is happening at JPMorgan Active Value ETF?

Institutional investors have sold a total of 2,536,680 shares in the last 24 months. This volume of shares sold represents approximately $161.58M in transactions.


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This page (NYSEARCA:JAVA) was last updated on 10/7/2025 by MarketBeat.com Staff
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